Business process automation

Automate the routine work that slows your business down

Reminders, follow-ups, approvals, scheduled reports and data moving between systems. We automate the routine steps in your processes with clear rules, so the work happens on time without anyone chasing it.

The basics

Rules first, AI where it helps

Most routine work follows rules you could write on a page: when an order arrives, check the stock and confirm it; when an invoice is two weeks overdue, send a reminder; when a quote is over a set amount, ask a manager to approve it. Rules like these run reliably, every time, without AI.

Where a step needs reading or judgement, such as understanding an email or pulling details out of a document, AI can help, and our AI workflow automation service covers that. The best automations often use both: rules for the dependable parts, and AI only where it earns its place.

Automations for reminders, invoice chasing and approvals, with a reminder text message Automations for reminders, invoice chasing and approvals, with a reminder text message
What we build

Processes that run on time, every time

Automated emails and texts

Confirmations, reminders, chasers and follow-ups sent at the right moment, written in your words, and stopped as soon as someone replies or pays.

Approvals and decision rules

Requests sent to the right person with everything they need to decide, and clear rules for what can go through on its own.

Scheduled jobs and alerts

Reports, data checks and housekeeping that run overnight or on a schedule, with an alert when something needs a person.

Systems kept in step

New customers, orders and payments copied between your CRM, accounts, shop and other tools automatically, so nothing is typed twice.

Built on the tools you have

Automations that work with the software you already pay for, through its APIs and webhooks, rather than another platform for your team to learn.

Logged and easy to check

Every automated step is recorded, so you can see what ran, when and why, and run anything that failed again.

Where it helps

Processes worth automating first

Start with something that happens often, follows rules and gets forgotten when it's busy.

  • Chasing unpaid invoices and overdue paperwork
  • Sending booking confirmations and reminders
  • Getting quotes, orders or holiday requests approved
  • Copying new customers or orders from one system to another
  • Producing the same report every week or month

Not sure where to start?

Pick one task your team repeats every week, and we'll show you how much of it could run on its own.

Talk to us
How we work

From first chat to live

Discover

A free conversation about what you want to improve, then a short look at how it works today.

Prototype

A working version early, so you can try it with real examples before committing to the full build.

Build

Built properly: tested, secure and connected to your systems, with regular check-ins.

Support

Monitoring, improvements and support once it's live, so it keeps getting better.

Questions

Common questions

How is this different from AI workflow automation?

This service automates the steps that follow clear rules: reminders, approvals, scheduled jobs and moving data between systems. AI workflow automation handles steps that need reading or judgement, such as sorting emails or pulling details out of documents. Many projects use both.

See AI workflow automation.

Often, yes, and we'll say so. Tools like those are good for simple links between popular apps. Custom automation makes sense when the steps are complicated, the volumes are high, the data is sensitive, or a system you rely on has no ready-made connector.

Each one checks what it's given, records what it does and alerts a person when something fails or looks unusual, so problems are caught early rather than found weeks later.

Most business software with an API, including accounting, CRM, e-commerce, email and messaging tools. Where a system has no API, we can often work with its exports, its emails or its database.

See the platforms we've connected to.

No. We automate the process you already have, then suggest improvements once it's running and you can see where the time goes.

Ready to talk it through?

Tell us what you'd like to improve. The first conversation is free, and you'll get an honest view of whether this is the right fit.

Every project is quoted after a free first conversation, then built in sprints so you decide what comes next.

Discuss your project

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